FFA
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Farther Finance Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Farther Finance Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.21M Buy
23,317
+4,802
+26% +$704K 0.02% 575
2026
Q2 		$2.74M Buy
18,515
+3,448
+23% +$488K 0.02% 609
2026
Q1 		$2.01M Buy
15,067
+1,319
+10% +$181K 0.02% 649
2025
Q4 		$1.81M Buy
13,748
+12,421
+936% +$1.62M 0.02% 626
2025
Q3 		$172K Sell
1,327
-204
-13% -$26.1K ﹤0.01% 1694
2025
Q2 		$189K Sell
1,531
-15,833
-91% -$1.86M ﹤0.01% 1422
2025
Q1 		$2.08M Buy
17,364
+16,311
+1,549% +$2.04M 0.05% 292
2024
Q4 		$132K Sell
1,053
-63
-6% -$8.04K ﹤0.01% 1191
2024
Q3 		$138K Buy
1,116
+111
+11% +$13.2K 0.01% 1164
2024
Q2 		$113K Buy
1,005
+4
+0.4% +$456 0.01% 1080
2024
Q1 		$117K Buy
1,001
+598
+148% +$67.3K 0.01% 888
2023
Q4 		$45.9K Buy
403
+4
+1% +$411 ﹤0.01% 1066
2023
Q3 		$40.3K Buy
399
+162
+68% +$17.3K 0.01% 839
2023
Q2 		$25.4K Buy
237
+71
+43% +$7.21K 0.01% 915
2023
Q1 		$17.1K Hold
166
– – 0.01% 952
2022
Q4 		$16.7K Buy
+166
New +$16.6K 0.01% 788

Other funds holding IJJ

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Farther Finance Advisors's IJJ Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 26% in Q3 2026, buying an estimated $704K and bringing the position to 23,317 shares worth $3.21M. The position accounts for 0.02% of the portfolio, ranked #575.

Farther Finance Advisors first reported a position in IJJ in Q4 2022 and has held it in 16 quarters since. 53 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

  • Farther Finance Advisors held 23,317 shares of iShares S&P Mid-Cap 400 Value ETF worth $3.21M as of Q3 2026.
  • Farther Finance Advisors bought 4,802 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $704K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #575 holding.
  • Farther Finance Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 16 quarters since.
  • 53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.